Research Note: NVIDIA Acquires Run:AI

NVIDIA announced an agreement to acquire Run:ai, a startup specializing in chip management and orchestration software based on Kubernetes. The acquisition is part of CEO Jensen Huang’s strategy to diversify Nvidia’s revenue streams from chips to software.

The acquisition will bolster NVIDIA’s DGX Cloud offering, allowing customers to access Run:ai’s software through major cloud providers like AWS and Microsoft Azure or by purchasing NVIDIA servers for their data centers.

Disclosure: The author is an industry analyst, and NAND Research an industry analyst firm, that engages in, or has engaged in, research, analysis, and advisory services with many technology companies, which may include those mentioned in this article. The author does not hold any equity positions with any company mentioned in this article.